Managing multiple Shopify stores in businesses can be challenging, especially when you sync all data with your Salesforce CRM. One store isn’t enough anymore; therefore, it’s time to turbocharge your Shopify integration with a scalable solution made for your multiple Shopify stores.
Whether you’re running a multi-brand eCommerce business or just catering to diverse markets, you just need a scalable and powerful solution. That’s where Sync Made Easy, Shopify’s Salesforce Connector, comes in rescue.
In this step-by-step guide, we’ll show you how to connect multiple Shopify stores and manage these Shopify stores within Salesforce using Sync Made Easy’s built-in multi-store sync feature.
Why Connect Multiple Shopify Stores in Salesforce?
Nowadays, companies frequently operate many Shopify storefronts, whether by product category, location, or brand identity. However, manually managing multiple Shopify stores consumes time, increases human errors and complicates reporting.
Sync Made Easy, a leading Shopify Salesforce integration app, handles all this by providing centralized management of all your Shopify stores from within Salesforce.
Key Benefits of Connecting Multi-Shopify Stores:
- Sync all of your orders, customers, and inventory from multiple Shopify stores into Salesforce.
- Manage data in real time with no manual exporting or any duplicate entries.
- Within your Salesforce Org, you can track performance indicators for each store.
Step-by-Step: Connect Shopify Multiple Stores with Sync Made Easy
Here’s how to configure Shopify integration for multiple stores using Sync Made Easy:
Step 1: Open the Multi-Store Panel.
Click the “Having more than one store?” button in the top-right corner of the main dashboard. This launches the Multi-Control Store Panel, which displays all of your connected stores.
Step 2: Add a New Shopify store.
In the multi-store window, click “New”.
You’ll be redirected to the credentials page.
Enter your store name and Shopify Access Token.
To validate the connection, click Check Credential.
Pro Tip: To get your Shopify Access Token, enter into your store’s admin panel and follow the private app token generating instructions. Copy and keep it safely, tokens are only seen once.
After confirmation, click the “Save & Go to Next Step.” Your newly created Shopify store is now connected!
Step 3: Edit or delete a Shopify store.
To edit a store, click “Having more than one store,” select the store, and then click the edit or delete icon as required.
Modify the credentials or other information and then click Save.
To delete or remove a Shopify store, choose the trash icon next to it in the panel.
Configuring Shopify Salesforce Integration Settings
Once your stores are connected, follow these steps to fine-tune your Shopify Salesforce Integration:
Object Setup:
Select from Person and Business Account types.
Use toggles to enable or disable objects such as Opportunity, Line Item, and Order Fulfillment.
Click Save and go to the next step.
Field Mapping (Default and Custom):
Toggle off/on each object to select either Default Mapping or Custom Mapping.
Custom fields may be added by clicking “Add Row” in the object’s section.
Want to sync all orders and contacts to a single Salesforce account? Enable “Sync All Contacts/Orders in Single Account” and input your account name.
Additionally, configure:
Under Opportunity Settings, you can choose the default date and default stage for opportunities.
Note: Once you disable the Default Mapping for the Opportunity object, the Opportunity Settings section will appear. You can then set the default Stage and default Close Date.
Record Type Mapping:
For the Shopify records that are being synced, choose the appropriate Salesforce Record Type.
To proceed, click the Save & Go to Next Page button.
Sync legacy records (optional, but recommended):
On the final configuration page:
You will see the “Terms & Conditions” pop-up.
Click “Import Sample Records”.
Then, click “Start Sync” to begin synchronizing legacy Shopify records into Salesforce.
Progress will be presented in real time, allowing you to see precisely what is going on behind the scenes.
Awesome job! You’re done! Multiple Shopify stores synced with Salesforce. You’ve successfully linked and configured Shopify Multiple Stores with Salesforce using Sync Made Easy.
This consolidated Shopify Salesforce connector keeps all of your Shopify store data flowing seamlessly. If you are stuck somewhere? Click on the “Support Center” or email us at support@syncmadeasy.com.
Final Thoughts
Managing multiple Shopify stores does not have to be cumbersome. With Sync Made Easy, your Shopify Salesforce integration is safe, smooth and scalable, providing your teams with real time data to sell smarter, support quicker, and expand more effectively.
Stay ahead of the competition. Go multi-store with Sync Made Easy today.
